My client, a forward thinking and dynamic IFA business that has gained a great reputation for providing financial advice, is looking to recruit an experienced Paraplanner to join its expanding business based in the heart of Hove.
This company’s aim is to help its clients achieve financial independence. It has built up an excellent brand and provides meticulous, expert financial advice.
As a Paraplanner you will work closely with a Financial Adviser and support with all areas including pensions, mortgages, general insurance, tax and investment management. Your key responsibility in this role will be to process personal information provided by clients during meetings with the Financial Adviser and then you will be required to research the best solutions that meet each client’s financial needs. You will be responsible for producing letters, reports and will be involved with technical analytical work. It is important in this role to keep clients fully up to date with their case and inform them of communications from financial product providers. To break the role down the main duties will be to prepare and maintain client files, prepare recommendations, implement these recommendations and review the overall case.
Ideally you will be Level 4 Diploma qualified with experience of working in a Paraplanner position in an Independent Financial Advisers. You will be hard-working with a ‘shining’ personality to thrive within this business. You will be a committed individual and be capable of working independently as well as part of a busy team. It would be an advantage if you have experience/ knowledge of Intelligent Office.
In return, you will be rewarded with a fantastic basic salary along with a generous benefits package. You will enjoy working within a ‘close knit’ team in a friendly environment. The great benefits that are on offer include death in service, pension contributions and free eye tests and flu jabs.
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Financial Services and General Insurance Recruitment